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HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $104B
1-Year Est. Return 28.3%
This Fund
S&P 500
This Quarter Est. Return
+14.94%
1 Year Est. Return
+28.3%
3 Year Est. Return
+80.07%
5 Year Est. Return
+96.66%
10 Year Est. Return
+332%
AUM
$104B
AUM Growth
+$9.91B
Cap. Flow
+$111M
Cap. Flow %
0.11%
Top 10 Hldgs %
18.96%
Holding
4,055
New
259
Increased
1,454
Reduced
1,905
Closed
257

Top Buys

Rank Stock Value
1
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$181M
2
IBM icon
IBM
IBM
+$94M
3
ACN icon
Accenture
ACN
+$81.1M
4
CI icon
Cigna
CI
+$80.2M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$77.3M

Top Sells

Rank Stock Value
1
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$190M
2
JNJ icon
Johnson & Johnson
JNJ
+$138M
3
CSCO icon
Cisco
CSCO
+$126M
4
MO icon
Altria Group
MO
+$118M
5
CMI icon
Cummins
CMI
+$105M

Sector Composition

Rank Sector Weight
1 Miscellaneous 48.36%
2 Technology 13.56%
3 Financials 8.24%
4 Healthcare 6.32%
5 Industrials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IONS icon
3151
Ionis Pharmaceuticals
IONS
$9.35B
$324K ﹤0.01%
4,084
+287
+8% +$21.6K
VVX icon
3152
V2X
VVX
$2.31B
$324K ﹤0.01%
+4,342
New +$323K
WEN icon
3153
Wendy's
WEN
$1.45B
$323K ﹤0.01%
39,011
-11,475
-23% -$82K
VAC icon
3154
Marriott Vacations Worldwide
VAC
$3.47B
$323K ﹤0.01%
+3,170
New +$254K
PBH icon
3155
Prestige Consumer Healthcare
PBH
$2.31B
$323K ﹤0.01%
6,826
-7,405
-52% -$381K
PSUS
3156
Pershing Square USA
PSUS
$322K ﹤0.01%
+8,624
New +$345K
DXYZ
3157
Destiny Tech100
DXYZ
$999M
$322K ﹤0.01%
12,494
+2,123
+20% +$79.8K
AGO icon
3158
Assured Guaranty
AGO
$3.2B
$320K ﹤0.01%
3,993
-2,906
-42% -$229K
CHI
3159
Calamos Convertible Opportunities and Income Fund
CHI
$1.01B
$320K ﹤0.01%
23,811
+1,000
+4% +$12.3K
UHAL icon
3160
U-Haul Holding Co
UHAL
$12.4B
$320K ﹤0.01%
4,890
-2,198
-31% -$121K
IMCV icon
3161
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.17B
$320K ﹤0.01%
3,500
-597
-15% -$53.1K
FXE icon
3162
Invesco CurrencyShares Euro Currency Trust
FXE
$370M
$320K ﹤0.01%
3,031
+677
+29% +$72.6K
SQQQ icon
3163
ProShares UltraPro Short QQQ
SQQQ
$2.12B
$319K ﹤0.01%
8,791
-744
-8% -$35.9K
BEAM icon
3164
Beam Therapeutics
BEAM
$2.61B
$319K ﹤0.01%
9,289
-799
-8% -$24.1K
WRLD icon
3165
World Acceptance Corp
WRLD
$884M
$319K ﹤0.01%
1,424
-283
-17% -$45.5K
ZIM icon
3166
ZIM Integrated Shipping Services
ZIM
$3.54B
$319K ﹤0.01%
12,250
-5,297
-30% -$137K
DDM icon
3167
ProShares Ultra Dow30
DDM
$564M
$318K ﹤0.01%
4,851
+4
+0.1% +$240
BATRA icon
3168
Atlanta Braves Holdings Series A
BATRA
$3.53B
$317K ﹤0.01%
+5,638
New +$301K
SCYB icon
3169
Schwab High Yield Bond ETF
SCYB
$2.85B
$317K ﹤0.01%
12,101
-7,173
-37% -$188K
ESG icon
3170
Northern Trust STOXX US ESG Select ETF
ESG
$136M
$316K ﹤0.01%
1,800
– –
EOT
3171
Eaton Vance National Municipal Opportunities Trust
EOT
$260M
$316K ﹤0.01%
17,936
– –
ACCO icon
3172
Acco Brands
ACCO
$397M
$316K ﹤0.01%
75,882
-905
-1% -$3.32K
QMOM icon
3173
Alpha Architect US Quantitative Momentum ETF
QMOM
$430M
$315K ﹤0.01%
4,000
– –
MRCY icon
3174
Mercury Systems
MRCY
$4.84B
$315K ﹤0.01%
2,572
-2,490
-49% -$237K
GTLB icon
3175
GitLab
GTLB
$7.76B
$314K ﹤0.01%
10,291
+727
+8% +$18.4K
125 126
127
128 129

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HighTower Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, HighTower Advisors held 4,055 positions worth $104B, up 11% from $94.2B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

HighTower Advisors's Q2 2026 filing shows 259 new, 1,454 increased, 1,905 reduced and 257 closed positions. Its largest new stake was SpaceX: 404,138 shares worth $69.1M. The largest sale was WisdomTree US Quality Growth Fund, an estimated $190M.

By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, up from 48% a quarter earlier, followed by Technology and Financials.

  • HighTower Advisors's largest Q2 2026 buy was SpaceX: 404,138 shares worth $69.1M.
  • HighTower Advisors added most to iShares Core S&P US Growth ETF in Q2 2026, an estimated $181M increase.
  • HighTower Advisors's biggest Q2 2026 reduction was WisdomTree US Quality Growth Fund, cutting an estimated $190M.
  • HighTower Advisors fully exited Invesco Oil & Gas Services ETF in Q2 2026, selling an estimated $27.7M.
  • HighTower Advisors's ten largest holdings make up 19% of its $104B portfolio in Q2 2026.
  • HighTower Advisors opened 259 new positions and closed 257 in Q2 2026.
  • HighTower Advisors's portfolio value rose 11% quarter-over-quarter to $104B.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.